Interact to see
Advertisement
Advertisement
DOXGX vs SWLVX
DOXGX vs SWLVX Comparison
Open Charts DOXGX vs SWLVX
Schwab ® US Large-Cap Value Index
Price$61.94
Change-$0.20 (-0.32%)
VolumeN/A
Net Assets864.45M
DOXGX vs SWLVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 117B vs. SWLVX (864M). SWLVX pays higher dividends than DOXGX: SWLVX (1.92) vs DOXGX (1.47). DOXGX was incepted earlier than SWLVX: DOXGX (3 years) vs SWLVX (8 years). DOXGX (0.46) is less costly to investors than SWLVX (0.04). SWLVX is a more actively managed with annual turnover of: 30.97 vs. DOXGX (15.00). SWLVX has a lower initial minimum investment than DOXGX: SWLVX (0) vs DOXGX (2500). SWLVX annual gain was more profitable for investors over the last year : 12.77 vs. DOXGX (6.96).
| DOXGX | SWLVX | DOXGX / SWLVX | |
| Total Expense Ratio | 0.41 | 0.04 | 1,171% |
| Annual Report Gross Expense Ratio | 0.46 | 0.04 | 1,314% |
| Fund Existence | 3 years | 8 years | - |
| Gain YTD | 7.742 | 8.523 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 864M | 13,542% |
| Annual Yield % from dividends | 1.47 | 1.92 | 76% |
| Returns for 1 year | 6.96 | 12.77 | 55% |
| Returns for 3 years | 29.22 | 37.22 | 79% |
| Returns for 5 years | N/A | 73.83 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement